The 10 Most Important Things to Help Ensure Your Family’s Wealth and Well-Being
Several lifetimes ago, when I was a newly minted wealth advisor, I would often begin planning conversations by listing all the many ways that comprehensive money management could help families find personal excellence in their busy lives. Fortunately for all concerned, I soon realized that, in my enthusiasm to impart everything there was to know, I was sharing too much information in too short a time for it to have lasting value. > SEE MORE
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The BAM Alliance
Setting Up a Budget Based on Your Values
At a recent breakfast, a friend shared the process he and his wife use in place of traditional budgeting. It takes them less than 15 minutes a month, and after the first month, it’s already had a massive impact on the way they use money. Think of this as a little case study, one that shows exactly how easy it can be to align your spending with what you say is important to you. > SEE MORE
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